Build long-term relationships with small business clients while helping them navigate their insurance needs. This role is ideal for someone who enjoys client-facing work, problem-solving, and creating a seamless customer experience from onboarding to renewal.
About Veracity
Veracity is an independent insurance partner focused solely on serving small business owners. Free from outside investors and corporate oversight, we prioritize transparency, accountability, and growth. Our mission is to provide expert guidance and best-in-class insurance policies in a culture built on empowerment and innovation.
Schedule
- Full-time, remote (US-based)
- Mid-level position reporting to the Director of Revenue
What You’ll Do
- Serve as the main point of contact for assigned clients from onboarding through renewal
- Manage a portfolio of accounts, handling inquiries, policy changes, and issue resolution
- Collaborate with carriers, underwriters, and internal teams to coordinate account activity
- Proactively reach out to clients before renewals to review coverage and recommend adjustments
- Identify cross-sell and referral opportunities by understanding client needs and risk profiles
- Maintain accurate data and documentation in HubSpot, AMS, and related systems
- Partner with sales and service teams to streamline communication and improve processes
- Stay current on Veracity product offerings and industry best practices to provide consultative guidance
- Ensure compliance with licensing, regulatory, and company standards
What You Need
- Bachelor’s degree in Business, Communications, or related field preferred
- 3–5 years of account management, client service, or insurance experience (commercial or retail preferred)
- Excellent verbal and written communication with proven relationship-building skills
- Strong organizational ability to manage multiple accounts and deadlines
- Proactive problem-solving mindset with a client-first approach
- Experience with HubSpot, AMS, or similar CRMs; proficiency in Microsoft Office and collaboration tools
- Knowledge of—or strong interest in—insurance products and industry regulations
Benefits
- Salary: $70,000–$80,000/yr + bonuses
- Health, dental, and vision insurance
- 4 weeks Paid Time Off + 10 company holidays (plus 2 floating)
- 401(k) with employer match
- Employee assistance programs for personal and professional support
- Career growth in a culture that values ideas, collaboration, and innovation
Manage accounts that matter while shaping the client experience in a fast-growing, people-first company.
Turn your expertise into impact with Veracity.
Happy Hunting,
~Two Chicks…